Sales Development Representative

SageReport; United States; On-site; USD 50,000 - 75,000; Full time

Job summary

SageReport is a HIPAA-compliant platform that helps clinicians create high-quality, editable draft reports from student and client assessments across 200+ tools. This SDR role supports nationwide school districts including large systems like Atlanta Public Schools, driving outbound outreach and inbound responsiveness to build early-stage pipeline.

Ideal candidates have 0–3 years in B2B SaaS or EdTech, familiarity with SPED workflows, and experience with Apollo and Salesforce.

Qualifications

• 0–3 years of experience in a Sales Development or Business Development role, ideally within B2B SaaS or EdTech.
• Deep familiarity with special education assessment workflows and SPED departments.
• Must be located in the United States.
• Experience prospecting into multi-stakeholder environments such as school districts, healthcare systems, or other complex organizations.
• Experience using CRM and sales engagement tools, preferably Apollo and Salesforce.
• Experience handling both inbound and outbound sales development workflows.
• Experience conducting discovery with education or clinical leaders to qualify opportunities and uncover pain points.
• Experience working with or selling into K‑12 school districts or EdTech environments.

Responsibilities

• Define and build the Sales Development function with processes and playbooks.
• Drive targeted outbound prospecting to open high-value conversations in districts.
• Respond to inbound leads from website and events, converting to meetings.
• Conduct concise discovery to validate fit and raise meeting quality.
• Partner with SSDs to support district account development.
• Execute marketing campaign follow-up and event outreach to generate pipeline.
• Maintain CRM with interactions and insights to improve forecasting.
• Test messaging, cadences, and prospecting tactics to refine outreach.
• Share field insights with Sales and Marketing to improve ICP and conversion.

Skills

Sales Development

Business Development

CRM usage

Sales engagement tools

Multi-stakeholder outreach

Tools

Apollo

Salesforce

Job description

SageReport is a HIPAA-compliant platform that turns student and client assessment data into high-quality, editable psychological and psychoeducational draft reports in minutes, supporting nearly 200 assessments and built-in state-specific compliance, all while preserving the clinician’s professional judgment and voice. We work with individual practitioners and school districts nationwide, including large systems like Atlanta Public Schools. Our mission is to build a product our practitioners and districts love, and this role is central to that.

SageReport is a HIPAA-compliant platform that turns student and client assessment data into high-quality, editable psychological and psychoeducational draft reports in minutes, supporting nearly 200 assessments and built-in state-specific compliance, all while preserving the clinician’s professional judgment and voice. We work with individual practitioners and school districts nationwide, including large systems like Atlanta Public Schools. Our mission is to build a product our practitioners and districts love, and this role is central to that.

Tasks

• Contribute to building the Sales Development function from the ground up by defining processes, documenting best practices, and shaping the systems and playbooks future SDRs will rely on.
• Drive targeted outbound prospecting into school districts, tailoring messaging by role (Directors of Special Education, lead school psychologists, Pupil Personnel Services leaders) and district structure to open high‑value conversations.
• Respond to inbound leads from the website, free trial sign-ups, webinars, and events (including national and state conferences like NASP) with speed and precision, converting interest into qualified meetings and early‑stage pipeline.
• Conduct concise discovery to validate fit, uncover pain points, and elevate meeting quality before handing opportunities to Senior Sales Directors (SSD).
• Partner with SSDs to support district‑level account development researching high‑priority districts, identifying key stakeholders, and coordinating multi‑threaded outreach that accelerates deal progression.
• Execute marketing campaign follow‑up and event‑related outreach, maximizing pre‑ and post‑event engagement to turn campaign activity into measurable pipeline.
• Maintain CRM excellence by documenting interactions, qualification details, and account insights to improve forecasting accuracy and support long‑cycle district sales.
• Test new messaging, cadences, and prospecting tactics to continually refine outreach effectiveness and contribute to a scalable, repeatable SDR playbook.
• Share field insights with Sales and Marketing to strengthen ICP (Ideal Customer Profile) definition, enhance outreach strategies, and increase conversion rates across the funnel.

Requirements

0–3 years of experience in a Sales Development or Business Development role, ideally within B2B SaaS or EdTech

Deep familiarity with special education assessment workflows and SPED departments, including work with school psychologists, speech language pathologists, and occupational therapists

Must be located in the United States

Experience prospecting into multi‑stakeholder environments such as school districts, healthcare systems, or other complex organizations

Experience using CRM and sales engagement tools, preferably Apollo and Salesforce

Experience handling both inbound and outbound sales development workflows

Experience conducting discovery with education or clinical leaders to qualify opportunities and uncover pain points

Experience working with or selling into K‑12 school districts or EdTech environments